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Joanne Allessi

Morgan Stanley

Geneva, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-01-19
IL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2011-01-19
  • IL RA
    APPROVED
    Since 2009-06-01

Branch Locations

One River Centre 10 West. State Street Suite 204, Geneva, IL 60134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Geneva IL 09/2015 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-16
S65 Uniform Investment Adviser Law Examination 1997-10-16
  • S63 Uniform Securities Agent State Law Examination
    1997-10-16
  • S65 Uniform Investment Adviser Law Examination
    1997-10-16

View on SEC IAPD

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Other Offices

RHODO WEALTH MANAGEMENT LLC · GENEVA, IL
LONG PLANNING, LLC · GENEVA, IL
LENITY FINANCIAL, INC. · Geneva, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Geneva, IL
OSAIC WEALTH, INC. · Geneva, IL
HARBOUR INVESTMENTS, INC. · GENEVA, IL
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